For information & submission, contact our
E&O Department at the Number One Insurance Agency at 1-800-742-6363 or email firstname.lastname@example.org or email@example.com
E&O: Agency Mergers & Acquisitions
If you are considering selling your agency, purchasing another or merging, we urge you to review your E&O needs BEFORE the transaction takes place. Each E&O Carrier has slight policy differences and requirements that you should review whether you are the buyer or the seller!
We also suggest two items published by the Big “I” Professional Liability Team:
- Mergers & Acquisitions Checklist
- Buying, Selling and Merging an Agency--What Should You Do?
Please feel free to contact us with any questions & to update your coverage, when applicable.
|In 2006, Swiss Re Corporate Solutions acquired Westport Insurance Corporation, which has been the nationally endorsed E&O carrier for IIABA and MAIA since 1994.
If you have a claim or incident to report:
- Complete the CLAIMS FORM
- Send it via fax or email per the forms instructions.
Although we would be happy to assist, the Number One Insurance Agency, Inc. is not responsible for claim handling or reporting claims to the insurance company. Please refer to your policy documentation for instructions on reporting claims. As always, free to call us if you have any questions
|E&O Happens –
Exclusive Risk Management Website
|MAIA members whose agency’s E&O insurance is written by Swiss Re Corporate Solutions through the Big “I” Professional Liability Program have access to an EXCLUSIVE risk management web site. This site brings the agency manager many “usable tools”:
Log on to learn about our National E&O claims frequency data, real-life case studies and analysis, podcasts and more! The website is www.iiaba.net/EOHappens. If you do not know your user name or password, just contact Ellen or Michelle at firstname.lastname@example.org or email@example.com for assistance.
- Sample client letters
- Sample agency procedures
- Agency E&O self assessments surveys